See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,370 | $34,308-75.6% | $74,701-88.8% | $72,985-88.5% |
| Participation rate | 29.6% | 42.4%-12.8pp | 54.5%-24.8pp | 69.5%-39.9pp |
| Annual return | 22.13% | 26.58%-4.4pp | 752.92%-730.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $241 | $692-65.2% | $1,084-77.8% | $2,440-90.1% |
| Participant deferral / active EE | $653 | $1,271-48.7% | $1,964-66.8% | $3,607-81.9% |
| Admin fee / account holder | $2,523 | $2,124+18.8% | $3,333-24.3% | $5,124-50.8% |